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Nonprofit · EIN 23-7035399

NORWICH HISTORICAL SOCIETY

Tax-exempt · NORWICH, VT 05055

Financials

$146K$102K2022$80K$91K2023$127K$94K2024
Revenue Expenses · by fiscal year end
Financials of NORWICH HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$127,326$94,107$33,219$637,737$0$637,737
September 30, 2024990$79,748$91,387-$11,639$606,366$1,848$604,518
September 30, 2023990$145,756$102,159$43,597$616,796$639$616,157
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$105,969
of which government grants
$8,000
Membership dues
$15,421
Program service revenue
$0
Investment income
$4,451
Net income from fundraising events
$16,886
Net income from sales of inventory
$20
Other revenue
$16,906

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$36,226
Salaries, compensation and benefits (total)
$39,157
Professional fundraising fees
$0
Accounting fees
$4,154
Occupancy
$9,387
Depreciation
$21,198
Program services (functional)
$89,034
Management and general (functional)
$4,154
Fundraising (functional)
$919

Balance sheet and other

Total assets, start of year
$606,366
Total assets, end of year
$637,737
Total liabilities, end of year
$0
Net assets, end of year
$637,737
Land, buildings and equipment
$420,850
Net assets without donor restrictions
$566,767
Net assets with donor restrictions
$70,970
Gross receipts
$130,011
Employees
1
Volunteers
100
Year formed
1969
State of legal domicile
VT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH ROOKERDIRECTOR
Officer
20$34,027
ANN BAUERPRESIDENT
Trustee or director, Officer
0.5$0
ANNA ADACHI-MEIJATRUSTEE
Trustee or director
0.5$0
CAMERON CROSSTRUSTEE
Trustee or director
0.5$0
JAMES WESTRICHTREASURER
Trustee or director, Officer
0.5$0
MARY BROWNLOWSECRETARY
Trustee or director, Officer
0.5$0
ANDREW GARTHWAITETRUSTEE
Trustee or director
0.5$0
TAMMY HEESAKKERVICE PRESIDENT
Trustee or director, Officer
0.5$0
BOB BRISTOLTRUSTEE
Trustee or director
0.5$0
LEAH GOATTRUSTEE
Trustee or director
0.5$0
CHERI MATHERTRUSTEE
Trustee or director
0.5$0
WENDY THOMPSONTRUSTEE
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 15 people
NameTitleHours / weekCompensation
SARAH ROOKERDIRECTOR
Officer
20$32,526
ANNA ADACHI-MEJIATRUSTEE
Trustee or director
0.5$0
TERRY APPLEBYTRUSTEE
Trustee or director
0.5$0
CAMERON CROSSTRUSTEE
Trustee or director
0.5$0
MARY BROWNLOWSECRETARY
Trustee or director, Officer
0.5$0
ANN BAUERVICE PRESIDENT
Trustee or director, Officer
0.5$0
CAROLYN CLINTONPRESIDENT
Trustee or director, Officer
0.5$0
DONALD BARTLETTTRUSTEE
Trustee or director
0.5$0
CARLA VINCENTTREASURER
Trustee or director, Officer
0.5$0
JUDY BROWNTRUSTEE
Trustee or director
0.5$0
CHERI MATHERTRUSTEE
Trustee or director
0.5$0
WENDY THOMPSONTRUSTEE
Trustee or director
0.5$0
ANDREW GARTHWAITETRUSTEE
Trustee or director
0.5$0
LEAH GOATTRUSTEE
Trustee or director
0.5$0
TAMMY HEESAKKERTRUSTEE
Trustee or director
0.5$0
990 for the year ended September 30, 2023: 14 people
NameTitleHours / weekCompensation
SARAH ROOKERDIRECTOR
Officer
20$31,096
ANNA-ADACHI-MEJATRUSTEE
Trustee or director
0.5$0
CAMERON CROSSTRUSTEE
Trustee or director
0.5$0
TERRY APPLEBYTRUSTEE
Trustee or director
0.5$0
TAMMY HEESAKKERTRUSTEE
Trustee or director
0.5$0
MARY BROWNLOWTRUSTEE
Trustee or director
0.5$0
ANN BAUERTRUSTEE
Trustee or director
0.5$0
CAROLYN CLINTONPRESIDENT
Trustee or director, Officer
0.5$0
HEIDI WEBSTERSECRETARY
Trustee or director, Officer
0.5$0
DONALD BARTLETTTRUSTEE
Trustee or director
0.5$0
CARLA VINCENTTREASURER
Trustee or director, Officer
0.5$0
JUDY BROWNTRUSTEE
Trustee or director
0.5$0
CHERI MATHERVICE PRESIDENT
Trustee or director, Officer
0.5$0
WENDY THOMPSONTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 1680, NORWICH, VT 05055-1680
Principal officer (990 for 2024)
JAMES WESTRICH, PO BOX 1680, NORWICH, VT 05055
Signed the 990
JAMES WESTRICH, TREASURER
Phone
(802) 649-0124
Return prepared by
AM PEISCH & COMPANY LLP

Mission

THE PURPOSE OF THIS SOCIETY SHALL BE TO DISCOVER, COLLECT, AND PRESERVE MATERIAL RELATING TO THE HISTORY OF NORWICH, THE NORWICH AREA, AND ITS INHABITANTS, AND TO FOSTER AND ENCOURAGE AN INTEREST IN THIS HISTORY, FOR THE PUBLIC AND EDUCATIONAL BENEFIT OF THE PEOPLE OF NORWICH AND THE GENERAL PUBLIC.

990 for the year ended September 30, 2025

Program accomplishments

  • NORWICH HISTORICAL SOCIETY HAS INCREASED ITS COLLECTION OF NORWICH HISTORY, EXPANDED ITS EDUCATIONAL ENDEAVORS, AND PROVIVDED AN IMPROVED MEETING SPACE FOR OTHER ORGANIZATIONS IN THE AREA.
    Expenses $89,034

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
23-7035399
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1969
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$637,737
Income (IRS master file)
$130,011

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$127,326$94,107$637,737XML
990September 2024$79,748$91,387$606,366XML
990September 2023$145,756$102,159$616,796XML
990September 2022$93,040$91,130$573,234IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7035399).

Questions about NORWICH HISTORICAL SOCIETY

What is the EIN of NORWICH HISTORICAL SOCIETY?
The employer identification number (EIN) of NORWICH HISTORICAL SOCIETY is 23-7035399.
Is NORWICH HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to NORWICH HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NORWICH HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of NORWICH HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORWICH HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of NORWICH HISTORICAL SOCIETY?
The 990 for the year ended September 30, 2025 names JAMES WESTRICH.
Who are the officers and directors of NORWICH HISTORICAL SOCIETY?
The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $34,027 (SARAH ROOKER, DIRECTOR).
How much revenue does NORWICH HISTORICAL SOCIETY have?
On its 990 for the year ended September 30, 2025 it reported revenue of $127,326, expenses of $94,107 and total assets of $637,737 at year end.

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